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Family Wealth Management: The 7 Imperatives for Success
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Family Wealth Management: The 7 Imperatives for Success

Many families are looking for a better way forward than they have experienced in the recent past. Family Wealth Management introduces you to a unique approach that puts families back in the center of the investment process (where they always belonged) and helps them make sound financial decisions consistent with their goals and values.

22/09/2014
When: Monday, September 22
From 12:30pm to 2:00pm
Where: CanCham Boardroom
Unit 1301, Kinwick Center
32 Hollywood Road
Central
Hong Kong
Contact: Amanda Ho


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About the Event:


Many families are looking for a better way forward than they have experienced in the recent past. Family Wealth Management introduces you to a unique approach that puts families back in the center of the investment process (where they always belonged) and helps them make sound financial decisions consistent with their goals and values. The presentation (based on the recently published book) introduces you to an important new goal-based approach to family wealth management, along with step–by–step guidelines to putting it to work immediately. It combines the traditional portfolio management practices that are still relevant, the full array of modern investment vehicles, and some innovative new techniques designed to protect and grow family wealth across generations and through a range of economic climates. And it addresses both the “hard” issues of asset management and the critical “soft” issues of working with the real people in each family. It provides a solid, practical framework for investment management and long term family wealth preservation and is important reference guide for family members and wealth managers around the world.

Supported by:



About the Speaker:



Professor Tom McCullough
Chairman and CEO, Northwood Family Office LP
Professor, University of Toronto’s Rotman School of Management


Tom McCullough is Chairman and CEO of Northwood Family Office LP, a multi-family office which serves the comprehensive needs of families of significant net worth. He has spent over 30 years in the wealth management/family office field, initially in senior executive roles with RBC wealth management. Northwood Family Office has quickly become one of the leaders in its field and has consistently been recognized as the #1 Canadian family office by Euromoney in its global private banking survey. Northwood is also a founding member of the Wigmore Association, an innovative collaboration of seven leading independent family offices from around the world (US, UK, Germany, Australia, Brazil, Canada) designed to share investment manager research, global investment perspectives and best practices for serving wealthy families.

Tom is a frequent speaker and passionate advocate of the family office and other solutions to the issues wealthy families face. He is an adjunct professor in the finance department at the University of Toronto’s Rotman School of Management where he teaches ‘Management of Private Wealth’ in the MBA program. He is also a member of the Editorial Board of the Journal of Wealth Management and an Entrepreneur-in-Residence at Western University’s Ivey School of Business. He is the co-author of Family Wealth Management: Seven Imperatives of Successful Investing in the New World Order (published by John Wiley & Sons November 2013). Tom is a Chartered Investment Manager (CIM), Certified International Wealth Manager (CIWM) and holds a certificate in Family Business Advising (CFBA). He has a Bachelor of Commerce (BCom) from the University of Toronto and an MBA from the Schulich School of Business at York University. He is married, has two adult children and is actively involved in a wide range of industry and philanthropic activities.


 ***Please note: We will be issuing a "certificate of attendance" whereby the recommended CPD will be 1 credit (as the actual talk is only 1 hour).


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